SOA Wealth Advisors’s Coherent COHR Stock Holding History

SOA Wealth Advisors’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8K	Hold	121	–	–	0.01%	446
2025 Q4	$22.3K	Hold	121	–	–	﹤0.01%	486
2025 Q3	$13K	Hold	121	–	–	﹤0.01%	578
2025 Q2	$10.8K	Hold	121	–	–	﹤0.01%	587
2025 Q1	$7.86K	Hold	121	–	–	﹤0.01%	590
2024 Q4	$11.5K	Hold	121	–	–	﹤0.01%	533
2024 Q3	$10.8K	Hold	121	–	–	﹤0.01%	530
2024 Q2	$8.77K	Hold	121	–	–	﹤0.01%	552
2024 Q1	$7.33K	Sell	121 -121	-50%	-$6.63K	﹤0.01%	576
2023 Q4	$10.5K	Sell	242 -121	-33%	-$4.36K	﹤0.01%	519
2023 Q3	$11.8K	Buy	+363	New	+$14.9K	﹤0.01%	502
2023 Q1	–	Sell	-364	Closed	-$12.8K	–	972
2022 Q4	$12.8K	Hold	364	–	–	﹤0.01%	487
2022 Q3	$12K	Buy	+364	New	+$17.4K	﹤0.01%	476

Other funds holding COHR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return